ReqSuite® Requirements Manager (RM)
Word

This menu bar option allows for exporting project contents on the basis of predefined document templates to an MS Word® document and importing them, e.g., in whole or in part into another project, from the very same as required. Using these functions, Word documents in projects can not only be imported but also exported.

Word Export
Using the Word export function, the project contents are exported to an MS Word® document based on adjustable document definitions that can be customized during project configuration. If several templates are available, you can select which template is to be used for export. This process can take a few seconds, depending on the amount of project content and the complexity of the templates. The generated document can be downloaded from the server and stored locally or directly opened for viewing.

Figure 1. Word export menu bar location.

Figure 2. Choosing exported Word file destination.

Word import
To use this function, first click on the “Import…” button under “Word” in the menu bar. This opens the import window, as shown in Figure 3. Click on button “Browse…” and select the desired MS Word® document in your file system. Once you have confirmed your selection, the second import window will open, allowing to set up exactly how the content will be imported into ReqSuite® RM.

    • Import as: This drop-down menu maps the individual sections of the selected document to the content category of your choice.
    • Map on: This drop-down menu maps the sections to a special attribute of the previously selected content category.
    • Automatically group differently: Checking this box, ReqSuite® RM will assign individual paragraphs from your document to more appropriate content categories, if they exist. For easy assignment, the section headings in the MS Word® document should be the same as the names of the corresponding content categories in ReqSuite® RM.

With the two additional functions in the import window, you can transfer each individual record of the document as a single element into a content category, as well as transfer the graphics located in the document.

Figure 3. Word import menu bar location.

Figure 4. Choosing source location of Word file to be imported.

Edit Word template
Selecting this submenu item opens the editing window “Manage Document Template”, which lists the currently stored templates. Here you have the possibility to upload a new main template or additional secondary templates from your local file system using the corresponding “Browse…” button. Furthermore, the template documents stored in the system during configuration can be downloaded by clicking on the corresponding hyperlink and edited directly in MS Word®. To upload an edited template to the server again, proceed as follows:

    1. Save the edited Word document locally in your file system.
    2. Press the “Browse…” button in the above-mentioned editing window to “Main Template” or “Additional Templates” depending on the intended use of the template.
    3. Select the relevant document file in your file system. The file name will appear next to “Selected file: „.
    4. Press the “Upload” button to upload the file or “Cancel” if you want to cancel the process All documents generated from this point on now contain the changes you made in the uploaded document template Alternatively, you can also use the administration interface for the project configuration to store a document template you have changed at any time (see Configuration Management).
  • Selecting this submenu item opens the editing window entitled “Manage document templates”, in which the currently stored templates are listed. You can upload a new main template or further templates from your local file system using the corresponding “Browse…” button. Furthermore, the template documents stored in the system during configuration can be downloaded by clicking on the corresponding hyperlink and edited directly in MS Word®. To upload an edited template back to the server, proceed as follows:
    1. Save the edited Word document locally in your file system.
    2. Press the “Browse…” button in the above-mentioned editing window for “Main Template” or “Further Templates” depending on the intended purpose of the template.
    3. Select the document file in your file system. The file name will appear next to “Selected file:”.
    4. Click the button “Upload” to upload the file or “Cancel” if you want to cancel the process.

All documents generated from this time on now contain the changes made in the uploaded document definition template.

Alternatively, you can also upload a customized document definition template at any time using the administration interface for project configuration templates.